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RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to Clientfirst Wealth Management, LLC (swap one in):+ Impact Investors $318.2M+ Openair Financial, LLC $318M · Southlake, TX+ One Wealth Map, LLC $287.4M · Las Vegas, NV+ Martin Nelson & Co., Inc. $287.3M · Seattle, WA
Little Rock, AR
Washington, DC
Assets under management$302.8M$318.2M$287.4M
Asset growth, last 2 years+37%+59%+54%
Advisory staff252
Individual clients5415793
Assets per client$5.6M$2M$3.1M
Clients per advisor273147
Main custodianRaymond JamesSchwabFidelity
Filing with the SEC since2012 or earlier20192021
Tools in their stack34–
People on Advicer.bio252

From each firm's latest Form ADV (May 2026, Jun 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolClientfirst Wealth Management, LLCModel WealthBurkholder & Associates, LLC
Advisor Lead Gen
Comparison AdviserUses it––
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoney–Uses it–
Planning Light
Advyzon–Uses it–
Proposal Generation/Sales Enablement
NitrogenUses it––
Schedule Apps
CalendlyUses itUses it–

Custodians on Form ADV: Clientfirst Wealth Management, LLC: Raymond James · Model Wealth: Schwab · Burkholder & Associates, LLC: Fidelity